+30,513.3%
AVGO vs DOV
+1,162.5%
+29,350.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.9% |
| 7D | +18.2% | +3.0% | +15.2% | +16.1% |
| 30D | +0.2% | +8.6% | -8.4% | -4.6% |
| 3M | -16.8% | +1.9% | -18.7% | -17.8% |
| 6M | -16.5% | -1.7% | -14.8% | -16.1% |
| YTD | +0.8% | +8.3% | -7.5% | -5.7% |
| 1Y | +2.8% | +16.6% | -13.7% | -8.5% |
| 3Y | +278.5% | +65.1% | +213.4% | +170.3% |
| 5Y | +573.1% | +29.2% | +543.9% | +453.3% |
| 10Y | +2,598.7% | +329.7% | +2,269.0% | +951.7% |
| All | +30,513.3% | +1,162.5% | +29,350.8% | +5,982.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling